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In: Weekly Post

What Are Investment Objectives?

Top Q&A that investors need to modernize in 2014: What Are Investment Objectives? You see, long gone are the days where...

5 Questions To Ask Fee Only Planning Professionals

So you’ve been asking around—your friends, your co-workers–for referrals to planners they use and trust and you’ve got a list going–NOW,...

Updated Retirement Planning Questionnaire For 2014

2014 and beyond has much to behold for retirees and soon-to-be-retirees—now is the time to re-evaluate your retirement plan needs by...

What Does Holistic Financial Planning Mean, Exactly?

“What Does Holistic Financial Planning Mean, Exactly” uttered the woman sitting next to me in seat 8B.  She didn’t know planning...

Gobble Gobble–Weekly Post; Why Not to “DIY” and trade your own account

Retail season is here. Will Black Friday disappoint Wall Street? Will you buy or sell AAPL, COST, WFM? Scary twitter quote...

Weekly Post: Why NOT to Trade Your Own Account

Dow tops 16,000 and S&P 1,800….to buy or not to buy, that is the question. An MSN poll suggests mixed answers...

Weekly Post: Why NOT To Trade Your Own Account

50 days until Christmas–so do you buy retailers NOW or later (Retail has been favored since February 2013)? Fidelity launches new...

Weekly Post: Why Not To Trade Your Own Account

Debt Ceiling ‘Can’ kicked down the road…what does 2014 hold? AAPL reports at the close today. Is it a red (-headed..step...

Congress Gets 13% Approval Rating: REALLY?

Congress Gets 13% Approval Rating: REALLY? Ok, so we are in the middle of creating a Liberated (investing) Movement at the...

Rules Weekly: Alphavest’s Rules of Investing

So, we gave you the mother-load of Rules last week; If you invest in equities in a Bear Market, you WILL...